APPLETON-OSHKOSH ELECTRICAL WORKER… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

MIKE BALTHAZOR

Phone

6082213321

Tax Period

2023-01-01 to 2023-12-31

APPLETON-OSHKOSH ELECTRICAL WORKERS JOINT APPRENTICESHIP TRAINING COMMITTEE, founded in 1982, is a small nonprofit that reported $299K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 30% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY-LEVEL WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE...

THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY-LEVEL WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY EIGHTY-THREE (83) APPRENTICES AND THREE-HUNDRED-EIGHTY-NINE (389) PARTICIPANTS, JOURNEY LEVEL WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT DURING THE YEAR. THE TRUST FUND ALSO PROVIDED TRAINING TO TWO (2) INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT AND TRAINING COURSES, AND TWO (2) COMMITTEE MEMBERS THROUGH CONFERENCE(S) AND/OR TRAINING COURSE(S).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $295,534

Investment Income $3,704

Other Revenue $0

TOTAL REVENUE $299,238

Expense Breakdown

Grants Paid $1,997

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $99,158

TOTAL EXPENSES $208,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,238	$231,184	+0.3%
Expenses	$208,124	$169,834	+0.2%
Net Income	$91,114	$61,350	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE BALTHAZOR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SCOTT PAWELSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS HOPF	TRUSTEE (THRU MID MARCH)	1.00	Director	$0	$0	$0
TODD JAVOROSKI	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN JOHANSEN	TRUSTEE (THRU OCT)	1.00	Director	$0	$0	$0
DOMINIC DIMATTEO	TRUSTEE	1.00	Director	$0	$0	$0
JOSH POLLEY	TRUSTEE (BEGAN MID MARCH)	1.00	Director	$0	$0	$0
THOMAS SCHLENDER	TRUSTEE (BEGAN NOV)	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$299,238	$208,124	$414,128	$91,114
2022	$231,184	$169,834	$323,014	$61,350

APPLETON-OSHKOSH ELECTRICAL WORKERS JOINT APPRENTICESHIP TRAINING COMMITTEE